1. Conducting an Account Review
- Schedule account reviews (CSD)
- Prioritize client reviews
- Schedule reviews
- Create "Account Review Process" document (CSM / Strategist)
- Copy from template
- Fill out client information
- Conduct account review meeting (CSD / CSM / Strategist)
- Review "Account Review Process" document to identify opportunity areas and gaps
- Hold Meeting
- Implement agreed-upon strategy (CSM / Strategist)
- Update "Stack Rank" document
- Update Asana